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The Analysis of Eldridge Investment Advisors, Inc.'s Holdings & P&L

Currently, Eldridge Investment Advisors, Inc. holds 154 types of securities in its portfolio with a total value $456.2M. In the most recent quarter, they have increased their positions in GSST (+67.0K shares, valued at $3.4M), SPYM (+41.1K shares, valued at $3.1M), PYLD (+119.8K shares, valued at $3.1M); decreased their positions in JGRO (-32.2K shares, valued at $2.7M), IBTG (-108.7K shares, valued at $2.5M), SPAB (-75.0K shares, valued at $1.9M); initiated new positions in PYLD (+119.8K shares, valued at $3.1M), VSDB (+10.8K shares, valued at $823.7K), IBTI (+21.9K shares, valued at $485.7K).

1M P&L

+8.8M+1.96%

3M P&L

+6.5M+1.44%

HY P&L

+18.9M+4.31%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A389.8M

92.5%

2Consumer Electronics5.8M

1.4%

3Farm & Heavy Construction Machinery3.6M

0.9%

Top Industries by Stock Count

1N/A108 stocks

75.5%

2Beverages - Non-Alcoholic2 stocks

1.4%

3Drug Manufacturers - General2 stocks

1.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT Ishares Core S&p Total U S Stock Market Etf328.1K shares-1.36%2026-03-312026-05-11

SPYM State Street Spdr Port S&p 500 Etf448.2K shares10.09%2026-03-312026-05-11

IVV Ishares Core S&p 500 Etf39.0K shares-1.29%2026-03-312026-05-11

DYNF Ishares U S Equity Factor Rotation Active Etf333.1K shares13.31%2026-03-312026-05-11

JBND Jpmorgan Active Bond Etf297.8K shares11.54%2026-03-312026-05-11

RLY State Street Multi Asset Real Return Etf381.5K shares3.91%2026-03-312026-05-11

SPTI State Street Spdr Portfolio Intermediate Term Treasury Etf444.2K shares6.16%2026-03-312026-05-11

Jpmorgan Betabuilders Japan Etf Jpmorgan Betabuilders Japan Etf182.2K shares2.94%2026-03-312026-05-11

Sponsored

JHMM John Hancock Multifactor Mid Cap Etf185.1K shares-5.82%2026-03-312026-05-11

JHPI John Hancock Preferred Income Etf539.6K shares-0.08%2026-03-312026-05-11

IXUS Ishares Core Msci Total Intl Stock Etf129.0K shares1.72%2026-03-312026-05-11

JEPQ Jpmorgan Nasdaq Equity Premium Income Etf192.6K shares0.38%2026-03-312026-05-11

DFAX Dimensional World Ex U S Core Equity 2 Etf309.6K shares3.56%2026-03-312026-05-11

Invesco Qqq Etf Invesco Qqq Etf18.1K shares-1.63%2026-03-312026-05-11

BINC Ishares Flexible Income Active Etf179.0K shares11.97%2026-03-312026-05-11

GBIL Goldman Sachs Access Treasury 0-1yr Etf92.6K shares-0.95%2026-03-312026-05-11

Sponsored

EVLN Eaton Vance Floating Rate Etf179.6K shares-5.47%2026-03-312026-05-11

EVTR Eaton Vance Total Return Return Bond Etf137.1K shares-0.45%2026-03-312026-05-11

JAAA Janus Henderson Aaa Clo Etf125.9K shares-3.55%2026-03-312026-05-11

Invesco S&p 500 Equal Weight Etf Invesco S&p 500 Equal Weight Etf32.0K shares-1.41%2026-03-312026-05-11

QQQM Invesco Nasdaq 100 Etf25.1K shares18.36%2026-03-312026-05-11

AAPL Apple Inc23.0K shares-2.35%2026-03-312026-05-11

GSST Goldman Sachs Ultra Short Bond Etf112.8K shares146.12%2026-03-312026-05-11

KRE Spdr S&p Regional Banking Etf80.7K shares57.82%2026-03-312026-05-11

Sponsored

IEMG Ishares Core Msci Emerging Markets Etf70.5K shares44.51%2026-03-312026-05-11

SPAB State Street Spdr Portfolio Aggregate Bond Etf183.4K shares-29.03%2026-03-312026-05-11

DCOR Dimensional U S Core Equity 1 Etf64.4K shares1.71%2026-03-312026-05-11

IBTG Ishares Ibonds December 2026 Treasury Etf200.3K shares-35.17%2026-03-312026-05-11

IBTH Ishares Ibonds December 2027 Tresury Etf198.3K shares75.76%2026-03-312026-05-11

RDVY First Trust Rising Dividend Achievers Etf58.4K shares44.90%2026-03-312026-05-11

VYM Vanguard High Dividend Yield Etf25.1K shares74.73%2026-03-312026-05-11

CAT Caterpillar Inc5.1K shares-0.25%2026-03-312026-05-11

Sponsored

DFLV Dimensional U S Large Cap Value Etf93.6K shares117.59%2026-03-312026-05-11

PYLD Pimco Multisector Bond Active Etf119.8K sharesnew addition2026-03-312026-05-11

VTI Vanguard Total Stock Market Etf8.4K shares0.29%2026-03-312026-05-11

MSFT Microsoft Corp6.7K shares-6.42%2026-03-312026-05-11

BTT Blackrock Municipal 2030 Target Term Trust107.6K shares0.33%2026-03-312026-05-11

SPY State Street Spdr S&p 500 Etf3.6K shares0.69%2026-03-312026-05-11

EVSD Eaton Vance Short Duration Income Etf44.8K shares-19.92%2026-03-312026-05-11

DVY Ishares Select Dividend Etf15.0K shares0.46%2026-03-312026-05-11

Sponsored

XOM Exxon Mobil Corp13.4K shares-0.77%2026-03-312026-05-11

IWM Ishares Russell 2000 Etf8.7K shares0.46%2026-03-312026-05-11

JGRO Jpmorgan Active Growth Etf25.3K shares-55.99%2026-03-312026-05-11

ABBV Abbvie Inc9.6K shares0.03%2026-03-312026-05-11

IWD Ishares Russell 1000 Value Etf8.2K shares0.01%2026-03-312026-05-11

Berkshire Hathaway Inc Cl B Berkshire Hathaway Inc Cl B3.6K shares-0.96%2026-03-312026-05-11

IBDR Ishares Ibonds December 2026 Corporate Etf70.1K shares2.18%2026-03-312026-05-11

IVE Ishares S&p 500 Value Etf7.9K shares0.00%2026-03-312026-05-11

Sponsored

SPMD State Street Spdr Portfolio S&p 400 Mid Cap Etf26.2K shares0.71%2026-03-312026-05-11

VUG Vanguard Growth Etf3.5K shares-0.43%2026-03-312026-05-11

MTUM Ishares Msci Usa Momentum Factor Etf6.1K shares0.00%2026-03-312026-05-11

AIRR First Trust Rba American Indl Renaissance Etf13.1K shares-21.87%2026-03-312026-05-11

IJR Ishares Core S&p Small Cap Etf11.5K shares-5.22%2026-03-312026-05-11

JPM Jpmorgan Chase & Co4.9K shares-3.37%2026-03-312026-05-11

IWF Ishares Russell 1000 Growth Etf3.3K shares-4.71%2026-03-312026-05-11

DFUV Dimensional U S Marketwide Value Etf28.0K shares0.74%2026-03-312026-05-11

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DFAE Dimensional Emerging Markets Core Equity Market Etf39.0K shares148.60%2026-03-312026-05-11

IWP Ishares Russell Mid Cap Growth Etf10.3K shares-2.42%2026-03-312026-05-11

OPPJ Wisdomtree Japan Opptys Etf23.8K shares-15.44%2026-03-312026-05-11

MDY Spdr S&p Mid Cap 400 Etf2.1K shares-2.41%2026-03-312026-05-11

TSLA Tesla Inc3.1K shares-1.29%2026-03-312026-05-11

IUSV Ishares Core S&p U S Value Etf11.1K shares-1.98%2026-03-312026-05-11

VTEB Vanguard Municipal Tax Exempt Bond Index Etf22.5K shares20.69%2026-03-312026-05-11

DFUS Dimensional U S Equity Market Etf15.5K shares0.05%2026-03-312026-05-11

Sponsored

MCD Mcdonalds Corp3.5K shares-1.41%2026-03-312026-05-11

SPSM State Street Spdr Portfolio S&p 600 Small Cap Etf22.2K shares-0.07%2026-03-312026-05-11

IUSG Ishares Core S&p U S Growth Etf6.8K shares-2.14%2026-03-312026-05-11

XLK State Street Technology Select Sector Spdr Etf7.9K shares0.00%2026-03-312026-05-11

MCK Mckesson Corp1.2K shares0.00%2026-03-312026-05-11

DFAI Dimensional Intl Core Equity Market Etf25.3K shares0.84%2026-03-312026-05-11

QUAL Ishares Msci Usa Quality Factor Etf5.1K shares-3.97%2026-03-312026-05-11

IXN Ishares Global Tech Etf9.8K shares-0.76%2026-03-312026-05-11

Sponsored

CVX Chevron Corp4.5K shares-2.85%2026-03-312026-05-11

DFAC Dimensional U S Core Equity 2 Etf22.5K shares0.39%2026-03-312026-05-11

Broadcom Inc Broadcom Inc2.8K shares0.00%2026-03-312026-05-11

ABT Abbott Laboratories8.1K shares0.04%2026-03-312026-05-11

VSDB Vanguard Short Duration Bond Etf10.8K sharesnew addition2026-03-312026-05-11

Merck & Company Inc Merck & Company Inc6.8K shares-13.65%2026-03-312026-05-11

XLU State Street Utils Select Sector Spdr Etf17.8K shares1.14%2026-03-312026-05-11

GPIX Goldman Sachs S&p 500 Premium Income Etf15.5K shares-43.74%2026-03-312026-05-11

Sponsored

SCHD Schwab U S Dividend Equity Etf24.9K shares0.08%2026-03-312026-05-11

UPS United Parcel Service Inc Cl B7.6K shares0.09%2026-03-312026-05-11

IJH Ishares Core S&p Mid Cap Etf10.3K shares-0.96%2026-03-312026-05-11

TOUS T Rowe Price Intl Equity Etf19.6K shares11.14%2026-03-312026-05-11

DIA State Street Spdr Dow Jones Indl Average Unit Ser 1 Etf1.4K shares0.00%2026-03-312026-05-11

IBM Intl Business Machines Corp2.6K shares-1.32%2026-03-312026-05-11

Ge Aerospace Ge Aerospace2.2K shares-2.11%2026-03-312026-05-11

FSMB First Trust Short Duration Managed Municipal Etf31.5K shares0.00%2026-03-312026-05-11

Sponsored

GLD Spdr Gold Trust Gold Shares1.4K shares0.00%2026-03-312026-05-11

WM Waste Management Inc Del2.7K shares0.00%2026-03-312026-05-11

GLDM Spdr Gold Minishares Etf6.7K shares-3.06%2026-03-312026-05-11

FHLC Fidelity Msci Healthcare Index Etf8.7K shares0.00%2026-03-312026-05-11

Vanguard S&p 500 Index Etf Vanguard S&p 500 Index Etf1.0K shares1.40%2026-03-312026-05-11

NOBL Proshares S&p 500 Div Aristocrats Etf5.7K shares-69.38%2026-03-312026-05-11

FEGE First Eagle Global Equity Etf12.8K shares28.04%2026-03-312026-05-11

IBMO Ishares Ibonds December 2026 Municipal Etf23.1K shares1.77%2026-03-312026-05-11

Sponsored

IVW Ishares S&p 500 Growth Etf5.2K shares0.00%2026-03-312026-05-11

FTCS First Trust Capital Strength Etf6.2K shares0.00%2026-03-312026-05-11

SLYV State Street Spdr S&p 600 Small Cap Value Etf6.0K shares1.81%2026-03-312026-05-11

Alphabet Inc Cl C Alphabet Inc Cl C2.0K shares0.00%2026-03-312026-05-11

HD Home Depot Inc1.7K shares0.00%2026-03-312026-05-11

USMV Ishares Msci Usa Min Volatility Factor Etf5.8K shares0.00%2026-03-312026-05-11

GSEW Goldman Sachs Equal Weight U S Large Cap Equity Etf6.2K shares-1.43%2026-03-312026-05-11

NEE Nextera Energy Inc5.5K shares0.24%2026-03-312026-05-11

Sponsored

WPC W P Carey Inc7.2K shares0.00%2026-03-312026-05-11

IBTI Ishares Ibonds December 2028 Treasury Etf21.9K sharesnew addition2026-03-312026-05-11

NVDA Nvidia Corp2.8K shares-17.64%2026-03-312026-05-11

META Meta Platforms Inc Cl A840 shares-1.75%2026-03-312026-05-11

RTX Rtx Corp2.5K shares0.00%2026-03-312026-05-11

SGOV Ishares 0-3 Month Treasury Bond Etf4.7K shares0.92%2026-03-312026-05-11

DFNM Dimensional National Municipal Bond Etf9.9K shares-1.32%2026-03-312026-05-11

AVMC Avantis U S Mid Cap Equity Etf6.5K shares-5.64%2026-03-312026-05-11

Sponsored

GEV Ge Vernova LLC540 shares-1.82%2026-03-312026-05-11

XLF State Street Financial Select Sector Spdr Etf9.5K shares0.92%2026-03-312026-05-11

VTES Vanguard Short Term Tax Exempt Bond Etf4.6K shares2.22%2026-03-312026-05-11

DFAU Dimensional U S Core Etf9.8K shares0.02%2026-03-312026-05-11

VXUS Vanguard Total Intl Stock Index Etf5.7K shares0.00%2026-03-312026-05-11

VPLS Vanguard Core Plus Bond Etf5.5K shares9.07%2026-03-312026-05-11

XLE State Street Energy Select Sector Spdr Etf6.8K shares-3.46%2026-03-312026-05-11

HYBL State Street Blackstone High Income Etf15.1K shares-77.33%2026-03-312026-05-11

Sponsored

COST Costco Wholesale Corp399 shares-4.32%2026-03-312026-05-11

JTEK Jpmorgan U S Tech Leaders Etf4.9K shares-0.83%2026-03-312026-05-11

BUD Anheuser Busch Inbev Sa/nv5.5K shares0.00%2026-03-312026-05-11

SDY State Street Spdr S&p Dividend Etf2.6K shares-1.89%2026-03-312026-05-11

OSEA Harbor Intl Compounders Etf12.7K shares0.00%2026-03-312026-05-11

IWV Ishares Russell 3000 Etf944 shares0.00%2026-03-312026-05-11

TMO Thermo Fisher Scientific Inc708 shares-5.85%2026-03-312026-05-11

BIL State Street Spdr Bloomberg 1-3 Mth T-bill Etf3.7K shares-15.57%2026-03-312026-05-11

Sponsored

VZ Verizon Communications Inc6.7K shares0.18%2026-03-312026-05-11

EFA Ishares Msci Eafe Etf3.5K shares0.00%2026-03-312026-05-11

IBMP Ishares Ibonds December 2027 Municipal Etf12.9K shares0.00%2026-03-312026-05-11

VTV Vanguard Value Etf1.6K shares0.00%2026-03-312026-05-11

AMZN Amazon.com Inc1.4K shares-11.49%2026-03-312026-05-11

GPIQ Goldman Sachs Nasdaq 100 Premium Income Etf5.8K shares-4.11%2026-03-312026-05-11

VLUE Ishares Msci Usa Value Factor Etf2.0K shares0.00%2026-03-312026-05-11

WMT Walmart Inc2.3K shares-7.08%2026-03-312026-05-11

Sponsored

IBHF Ishares Ibonds 2026 High Yield & Income Etf11.3K shares21.99%2026-03-312026-05-11

Eaton Corp Plc Eaton Corp Plc726 shares0.00%2026-03-312026-05-11

VTIP Vanguard Short Term Inflation Protected Sec Etf4.9K shares0.00%2026-03-312026-05-11

KO Coca-cola Company3.2K shares-5.88%2026-03-312026-05-11

IYR Ishares U S Real Estate Etf2.5K shares4.08%2026-03-312026-05-11

IEFA Ishares Core Msci Eafe Etf2.5K sharesnew addition2026-03-312026-05-11

XLV State Street Healthcare Select Sector Spdr Etf1.5K shares4.05%2026-03-312026-05-11

RJF Raymond James Financial Inc1.6K shares0.00%2026-03-312026-05-11

Sponsored

CSX Csx Corp5.4K sharesnew addition2026-03-312026-05-11

DFAS Dimensional U S Small Cap Etf3.1K sharesnew addition2026-03-312026-05-11

HYG Ishares Iboxx $ High Yield Corporate Bond Etf2.8K shares0.00%2026-03-312026-05-11

PAPI Morgan Stanley Parametric Equity Premium Income Etf7.9K sharesnew addition2026-03-312026-05-11

PFE Pfizer Inc7.5K sharesnew addition2026-03-312026-05-11

PEP Pepsico Inc1.3K shares-13.10%2026-03-312026-05-11

APH Amphenol Corp Cl A1.6K shares-4.70%2026-03-312026-05-11

ATEC Alphatec Holdings Inc17.6K shares0.00%2026-03-312026-05-11

Sponsored

AIZ Assurant Inc32 sharesnew addition2026-03-312026-05-11

Geltech Solutions Inc Geltech Solutions Inc85.6K shares0.00%2026-03-312026-05-11

ITOT

Ishares Core S&p Total U S Stock Market Etf

-1.36%

Shares328.1K

Event2026-03-31

Filed2026-05-11

SPYM

State Street Spdr Port S&p 500 Etf

10.09%

Shares448.2K

Event2026-03-31

Filed2026-05-11

IVV

Ishares Core S&p 500 Etf

-1.29%

Shares39.0K

Event2026-03-31

Filed2026-05-11

DYNF

Ishares U S Equity Factor Rotation Active Etf

13.31%

Shares333.1K

Event2026-03-31

Filed2026-05-11

JBND

Jpmorgan Active Bond Etf

11.54%

Shares297.8K

Event2026-03-31

Filed2026-05-11

RLY

State Street Multi Asset Real Return Etf

3.91%

Shares381.5K

Event2026-03-31

Filed2026-05-11

SPTI

State Street Spdr Portfolio Intermediate Term Treasury Etf

6.16%

Shares444.2K

Event2026-03-31

Filed2026-05-11

Jpmorgan Betabuilders Japan Etf

2.94%

Shares182.2K

Event2026-03-31

Filed2026-05-11

JHMM

John Hancock Multifactor Mid Cap Etf

-5.82%

Shares185.1K

Event2026-03-31

Filed2026-05-11

JHPI

John Hancock Preferred Income Etf

-0.08%

Shares539.6K

Event2026-03-31

Filed2026-05-11

IXUS

Ishares Core Msci Total Intl Stock Etf

1.72%

Shares129.0K

Event2026-03-31

Filed2026-05-11

JEPQ

Jpmorgan Nasdaq Equity Premium Income Etf

0.38%

Shares192.6K

Event2026-03-31

Filed2026-05-11

DFAX

Dimensional World Ex U S Core Equity 2 Etf

3.56%

Shares309.6K

Event2026-03-31

Filed2026-05-11

Invesco Qqq Etf

-1.63%

Shares18.1K

Event2026-03-31

Filed2026-05-11

BINC

Ishares Flexible Income Active Etf

11.97%

Shares179.0K

Event2026-03-31

Filed2026-05-11

GBIL

Goldman Sachs Access Treasury 0-1yr Etf

-0.95%

Shares92.6K

Event2026-03-31

Filed2026-05-11

EVLN

Eaton Vance Floating Rate Etf

-5.47%

Shares179.6K

Event2026-03-31

Filed2026-05-11

EVTR

Eaton Vance Total Return Return Bond Etf

-0.45%

Shares137.1K

Event2026-03-31

Filed2026-05-11

JAAA

Janus Henderson Aaa Clo Etf

-3.55%

Shares125.9K

Event2026-03-31

Filed2026-05-11

Invesco S&p 500 Equal Weight Etf

-1.41%

Shares32.0K

Event2026-03-31

Filed2026-05-11

QQQM

Invesco Nasdaq 100 Etf

18.36%

Shares25.1K

Event2026-03-31

Filed2026-05-11

AAPL

Apple Inc

-2.35%

Shares23.0K

Event2026-03-31

Filed2026-05-11

GSST

Goldman Sachs Ultra Short Bond Etf

146.12%

Shares112.8K

Event2026-03-31

Filed2026-05-11

KRE

Spdr S&p Regional Banking Etf

57.82%

Shares80.7K

Event2026-03-31

Filed2026-05-11

IEMG

Ishares Core Msci Emerging Markets Etf

44.51%

Shares70.5K

Event2026-03-31

Filed2026-05-11

SPAB

State Street Spdr Portfolio Aggregate Bond Etf

-29.03%

Shares183.4K

Event2026-03-31

Filed2026-05-11

DCOR

Dimensional U S Core Equity 1 Etf

1.71%

Shares64.4K

Event2026-03-31

Filed2026-05-11

IBTG

Ishares Ibonds December 2026 Treasury Etf

-35.17%

Shares200.3K

Event2026-03-31

Filed2026-05-11

IBTH

Ishares Ibonds December 2027 Tresury Etf

75.76%

Shares198.3K

Event2026-03-31

Filed2026-05-11

RDVY

First Trust Rising Dividend Achievers Etf

44.90%

Shares58.4K

Event2026-03-31

Filed2026-05-11

VYM

Vanguard High Dividend Yield Etf

74.73%

Shares25.1K

Event2026-03-31

Filed2026-05-11

CAT

Caterpillar Inc

-0.25%

Shares5.1K

Event2026-03-31

Filed2026-05-11

DFLV

Dimensional U S Large Cap Value Etf

117.59%

Shares93.6K

Event2026-03-31

Filed2026-05-11

PYLD

Pimco Multisector Bond Active Etf

New

Shares119.8K

Event2026-03-31

Filed2026-05-11

VTI

Vanguard Total Stock Market Etf

0.29%

Shares8.4K

Event2026-03-31

Filed2026-05-11

MSFT

Microsoft Corp

-6.42%

Shares6.7K

Event2026-03-31

Filed2026-05-11

BTT

Blackrock Municipal 2030 Target Term Trust

0.33%

Shares107.6K

Event2026-03-31

Filed2026-05-11

SPY

State Street Spdr S&p 500 Etf

0.69%

Shares3.6K

Event2026-03-31

Filed2026-05-11

EVSD

Eaton Vance Short Duration Income Etf

-19.92%

Shares44.8K

Event2026-03-31

Filed2026-05-11

DVY

Ishares Select Dividend Etf

0.46%

Shares15.0K

Event2026-03-31

Filed2026-05-11

XOM

Exxon Mobil Corp

-0.77%

Shares13.4K

Event2026-03-31

Filed2026-05-11

IWM

Ishares Russell 2000 Etf

0.46%

Shares8.7K

Event2026-03-31

Filed2026-05-11

JGRO

Jpmorgan Active Growth Etf

-55.99%

Shares25.3K

Event2026-03-31

Filed2026-05-11

ABBV

Abbvie Inc

0.03%

Shares9.6K

Event2026-03-31

Filed2026-05-11

IWD

Ishares Russell 1000 Value Etf

0.01%

Shares8.2K

Event2026-03-31

Filed2026-05-11

Berkshire Hathaway Inc Cl B

-0.96%

Shares3.6K

Event2026-03-31

Filed2026-05-11

IBDR

Ishares Ibonds December 2026 Corporate Etf

2.18%

Shares70.1K

Event2026-03-31

Filed2026-05-11

IVE

Ishares S&p 500 Value Etf

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-11

SPMD

State Street Spdr Portfolio S&p 400 Mid Cap Etf

0.71%

Shares26.2K

Event2026-03-31

Filed2026-05-11

VUG

Vanguard Growth Etf

-0.43%

Shares3.5K

Event2026-03-31

Filed2026-05-11

MTUM

Ishares Msci Usa Momentum Factor Etf

0.00%

Shares6.1K

Event2026-03-31

Filed2026-05-11

AIRR

First Trust Rba American Indl Renaissance Etf

-21.87%

Shares13.1K

Event2026-03-31

Filed2026-05-11

IJR

Ishares Core S&p Small Cap Etf

-5.22%

Shares11.5K

Event2026-03-31

Filed2026-05-11

JPM

Jpmorgan Chase & Co

-3.37%

Shares4.9K

Event2026-03-31

Filed2026-05-11

IWF

Ishares Russell 1000 Growth Etf

-4.71%

Shares3.3K

Event2026-03-31

Filed2026-05-11

DFUV

Dimensional U S Marketwide Value Etf

0.74%

Shares28.0K

Event2026-03-31

Filed2026-05-11

DFAE

Dimensional Emerging Markets Core Equity Market Etf

148.60%

Shares39.0K

Event2026-03-31

Filed2026-05-11

IWP

Ishares Russell Mid Cap Growth Etf

-2.42%

Shares10.3K

Event2026-03-31

Filed2026-05-11

OPPJ

Wisdomtree Japan Opptys Etf

-15.44%

Shares23.8K

Event2026-03-31

Filed2026-05-11

MDY

Spdr S&p Mid Cap 400 Etf

-2.41%

Shares2.1K

Event2026-03-31

Filed2026-05-11

TSLA

Tesla Inc

-1.29%

Shares3.1K

Event2026-03-31

Filed2026-05-11

IUSV

Ishares Core S&p U S Value Etf

-1.98%

Shares11.1K

Event2026-03-31

Filed2026-05-11

VTEB

Vanguard Municipal Tax Exempt Bond Index Etf

20.69%

Shares22.5K

Event2026-03-31

Filed2026-05-11

DFUS

Dimensional U S Equity Market Etf

0.05%

Shares15.5K

Event2026-03-31

Filed2026-05-11

MCD

Mcdonalds Corp

-1.41%

Shares3.5K

Event2026-03-31

Filed2026-05-11

SPSM

State Street Spdr Portfolio S&p 600 Small Cap Etf

-0.07%

Shares22.2K

Event2026-03-31

Filed2026-05-11

IUSG

Ishares Core S&p U S Growth Etf

-2.14%

Shares6.8K

Event2026-03-31

Filed2026-05-11

XLK

State Street Technology Select Sector Spdr Etf

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-11

MCK

Mckesson Corp

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-11

DFAI

Dimensional Intl Core Equity Market Etf

0.84%

Shares25.3K

Event2026-03-31

Filed2026-05-11

QUAL

Ishares Msci Usa Quality Factor Etf

-3.97%

Shares5.1K

Event2026-03-31

Filed2026-05-11

IXN

Ishares Global Tech Etf

-0.76%

Shares9.8K

Event2026-03-31

Filed2026-05-11

CVX

Chevron Corp

-2.85%

Shares4.5K

Event2026-03-31

Filed2026-05-11

DFAC

Dimensional U S Core Equity 2 Etf

0.39%

Shares22.5K

Event2026-03-31

Filed2026-05-11

Broadcom Inc

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-11

ABT

Abbott Laboratories

0.04%

Shares8.1K

Event2026-03-31

Filed2026-05-11

VSDB

Vanguard Short Duration Bond Etf

New

Shares10.8K

Event2026-03-31

Filed2026-05-11

Merck & Company Inc

-13.65%

Shares6.8K

Event2026-03-31

Filed2026-05-11

XLU

State Street Utils Select Sector Spdr Etf

1.14%

Shares17.8K

Event2026-03-31

Filed2026-05-11

GPIX

Goldman Sachs S&p 500 Premium Income Etf

-43.74%

Shares15.5K

Event2026-03-31

Filed2026-05-11

SCHD

Schwab U S Dividend Equity Etf

0.08%

Shares24.9K

Event2026-03-31

Filed2026-05-11

UPS

United Parcel Service Inc Cl B

0.09%

Shares7.6K

Event2026-03-31

Filed2026-05-11

IJH

Ishares Core S&p Mid Cap Etf

-0.96%

Shares10.3K

Event2026-03-31

Filed2026-05-11

TOUS

T Rowe Price Intl Equity Etf

11.14%

Shares19.6K

Event2026-03-31

Filed2026-05-11

DIA

State Street Spdr Dow Jones Indl Average Unit Ser 1 Etf

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-11

IBM

Intl Business Machines Corp

-1.32%

Shares2.6K

Event2026-03-31

Filed2026-05-11

Ge Aerospace

-2.11%

Shares2.2K

Event2026-03-31

Filed2026-05-11

FSMB

First Trust Short Duration Managed Municipal Etf

0.00%

Shares31.5K

Event2026-03-31

Filed2026-05-11

GLD

Spdr Gold Trust Gold Shares

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-11

Waste Management Inc Del

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-11

GLDM

Spdr Gold Minishares Etf

-3.06%

Shares6.7K

Event2026-03-31

Filed2026-05-11

FHLC

Fidelity Msci Healthcare Index Etf

0.00%

Shares8.7K

Event2026-03-31

Filed2026-05-11

Vanguard S&p 500 Index Etf

1.40%

Shares1.0K

Event2026-03-31

Filed2026-05-11

NOBL

Proshares S&p 500 Div Aristocrats Etf

-69.38%

Shares5.7K

Event2026-03-31

Filed2026-05-11

FEGE

First Eagle Global Equity Etf

28.04%

Shares12.8K

Event2026-03-31

Filed2026-05-11

IBMO

Ishares Ibonds December 2026 Municipal Etf

1.77%

Shares23.1K

Event2026-03-31

Filed2026-05-11

IVW

Ishares S&p 500 Growth Etf

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-11

FTCS

First Trust Capital Strength Etf

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-11

SLYV

State Street Spdr S&p 600 Small Cap Value Etf

1.81%

Shares6.0K

Event2026-03-31

Filed2026-05-11

Alphabet Inc Cl C

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-11

Home Depot Inc

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-11

USMV

Ishares Msci Usa Min Volatility Factor Etf

0.00%

Shares5.8K

Event2026-03-31

Filed2026-05-11

GSEW

Goldman Sachs Equal Weight U S Large Cap Equity Etf

-1.43%

Shares6.2K

Event2026-03-31

Filed2026-05-11

NEE

Nextera Energy Inc

0.24%

Shares5.5K

Event2026-03-31

Filed2026-05-11

WPC

W P Carey Inc

0.00%

Shares7.2K

Event2026-03-31

Filed2026-05-11

IBTI

Ishares Ibonds December 2028 Treasury Etf

New

Shares21.9K

Event2026-03-31

Filed2026-05-11

NVDA

Nvidia Corp

-17.64%

Shares2.8K

Event2026-03-31

Filed2026-05-11